Remote Client Protection Specialist

Unlock Potential 360; Medicine Bow (WY); Remote; USD 36,000 - 72,000; Full time

Benefits offered by this job

Training program

Client management tools

Warm leads

Ongoing coaching

Job summary

Unlock Potential 360 in Medicine Bow, United States is seeking a remote Client Account Specialist to help clients learn about life and financial protection options.

You will guide clients through a step-by-step pathway, review needs, present protection options, and maintain ongoing communication to build lasting relationships.

Training is provided, access to client management tools, warm leads, and ongoing coaching. No cold calling is required.

Qualifications

• Strong communication and interpersonal skills are essential.
• Ability to work independently with minimal supervision.
• Willingness to obtain a state insurance license (assistance provided).
• Hungry and coachable with a drive to succeed.

Responsibilities

• Reach out to clients who have requested information about coverage.
• Review needs and present available protection options.
• Assist clients through the process.
• Maintain follow-up and ongoing client communication.
• Build client-for-life relationships.

Skills

Strong communication

Interpersonal skills

Independent work

Willingness to obtain license

Coachable

Job description

Unlock Potential 360 in Medicine Bow, United States is seeking a remote Client Account Specialist to help clients learn about life and financial protection options.

You will guide clients through a step-by-step pathway, review needs, present protection options, and maintain ongoing communication to build lasting relationships.

Training is provided, access to client management tools, warm leads, and ongoing coaching. No cold calling is required.